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What’s Better Than Just a Portland Estate Planning Attorney?

CPAs Who Can Save You Up to 39.9% of Your Entire Net Worth

We marry our CPA firm in Portland with estate planning attorneys to ensure a simple transition for your family and a legacy of wealth.
Serving Greater Portland and Southwest Washington area’s 2.2M residents in Pearl District, Lake Oswego, Camas, Beaverton, Wilsonville, and beyond, for all of your Portland estate planning needs.
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Case Study

How We Helped a Couple Save $160,000 in Taxes After a Big Whoopsie!

Avoid Giving 40% of Your Net Worth to the Government

We get it…

It may not feel comfortable to talk about things that could go wrong in our lives. And since it’s “not important today,” it’s easy to push it off. But poor/no estate planning could cost your family up to 40% in taxes when your wealth transfers to them after you pass on.

Our CPA firm works with Portland estate planning attorneys to help you plan for:

  • Death
  • Divorce
  • Retirement
  • Partnership Dissolvement
  • Special Needs

That’s why we specialize in estate planning, wealth transfer advisory and tax planning, helping you and your family to retain the maximum amount of your net worth.

We’re the Perfect Estate Planning Financial Advisors
for You, If You…

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Need a Plan
If you don’t have an estate plan (or your plan is outdated), 40% of your money/assets will likely end up in the government’s hands.
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Want Peace of Mind
You want to know that your assets, business, and family will be taken care of if anything should happen to you.
Aspire to Leave a Legacy
You want to preserve your assets and set things up for your heirs so everything you’ve worked for is sustained for generations.
«For a small investment today in estate planning services, we could save you up to 39.9% in tax liability when your assets transfer to your loved ones, ensuring an abundant future for your family and giving you peace of mind and a legacy-driven purpose today.»
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Trusted by Portland Business Owners

“They were quick to get back to us and set up an in person appointment to discuss final taxes on an estate. The office was professional and in a great easy to get location.”

Doddie Dunbar

“We have had our taxes done here for many years. They have always been professional and provided excellent customer service.”

Rhiannon O'Brien

“Tim is wonderful. Easy to work with and very thorough, saving me money on my business taxes. I wouldn't use anyone else.”

Tessie Adams

CPAs With a Passion for Estate Planning

Established in 1964 in Portland’s Hollywood district, this firm already offered extraordinary tax planning services. Since then, I have evolved our firm beyond the typical accounting solutions to include estate planning and wealth advisory because I wanted to take care of my family’s legacy wealth and help others do the same.

Over the years, clients have passed away and I’ve seen the disaster it creates for those who don’t have a plan in place. I truly want better for you and your family.

I know what good estate planning looks like for a bereaved family. It takes unnecessary stress off their plate and leaves them in a very good situation for decades.

On behalf of my family and our amazing team at Downing & Co, I look forward to working with you so you can save in taxes today and ensure your legacy for the future.

Tim Downing

Tim Downing Signature

Tim Downing, CPA | Downing & Co.
Managing Principal

More Than Your Average Portland Estate Planning Attorney. Here’s What You’ll Get When You Hire Us…

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Close to 0% Tax Liability
As your estate planning CPA, we will ensure your tax payments are as close to $0 as possible, so you can keep more of what you worked so hard for.
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Up to 10x ROI
Your results are our success, so we design our estate planning services to generate at least a 3x return on investment, and in most cases, we hit a 10x ROI.
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Streamlined & Convenient
Our comprehensive team of 70+ experts provide a holistic strategy that includes: legal services, wealth management, tax planning, risk mitigation, and business advisory.

Our 5 Phases of
Proactive Planning

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Proprietary Client Interview
Customized Proactive Action Plan
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Wide Access to Experts
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Check Ins

Meet Your Portland CPA Team

Tim Downing, CPA

Tim Downing, CPA

Managing Principal
Jeannie Ryall, EA

Jeannie Ryall, EA

Tax Manager
Dachelle Hattan

Dachelle Hattan

Tax Accountant
Bob Coleman

Bob Coleman

Team Strategist
Lee Schwartz

Lee Schwartz

Advanced Planning Team Lead
Shirley McArthur

Shirley McArthur

Office Manager
Angie Tosa

Angie Tosa

Administrative Assistant

4 Reasons to Work With Our Portland Tax Accountants


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Your results are our success; that’s why it’s our number one priority. We design our work to generate at least a 3x ROI, and in most cases, we hit 10x. You can count on us to work hard for you and your money.



Proactive Advisors

Most accountants wait for you to come to them when you need something. Instead, we will proactively guide you to ensure your net worth is protected today and in the future for your family.



Work Holistically

Our comprehensive range of services ensures you get convenient access to all the experts you need, including tax planning, risk mitigation, wealth management, legal services, and business advisory.



CPAs Who Care

We’ve replaced stale formalities and technical jargon with down-to-earth, conversational relations. Our clients become friends. Many of our friends (clients) work with us for decades and become family. Our close friendly relationship is what we love most about our work.

Book a Free

We’ll start your journey through our proprietary client interview process to review your unique situation and develop actionable recommendations that meet or exceed your tax, bookkeeping, or estate planning needs quickly and conveniently.

Fixed Fee

No Surprises

We believe in full transparency and respect, which is why we offer a fixed fee for our accounting and bookkeeping services.
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